Congratulations to Craig Aitken, Lynn McKenzie and Derek Fish for their recent exam success. Lynn recently passed the Diploma examination in Financial Protection and Derek and Craig both passed the Diploma in Investment Principles Markets and Enviroments. Additionally Craig and Derek also passed the Advanced Diploma in Investments.
The Wealth Partnership actively encourages its advisers to work towards Chartered Status and it is one of our goals to become Chartered by the end of 2012. These latest passes leave Derek with just one qualification remaining to acheive this.
More information on Chartered Status can be found at the following link from the Chartered Institute of Insurance: Chartered
The Name's Bond, Raymond Bond!
The Wealth Partnership is delighted to announce the latest member of our team, Raymond Bond. Raymond joins us from another IFA firm and has 13 years experience as an IFA as well as working at the Prudential for a number of years. Raymond has built up a loyal client base from his office in Larbert and will continue to work out of this which is situated above the old Clydesdale bank opposite the train station. Raymond holds the Diploma in Financial Services as well as a number of advanced diploma qualifications including Pension and Retirement Planning, Taxation and Trusts and Investment Planning. Away from work Raymond is a keen golfer and still plays regular 5 aside football (despite his age).
Due to recent expansion in our adviser and administration team The Wealth Partnership have moved to a larger office within Evans Business Centre. The new office address is Suite 33 (previously 23) Evans Business Centre. There are no changes to our telephone numbers and any mail sent to our old address will be redirected within the business centre. As well as additional space for our expanding team we also have a meeting area for clients who are free to come in at any for a review.